What are the responsibilities and job description for the Sr. Client Service Specialist position at Corient Private Wealth LLC?
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
- Manage all operational aspects of new client and new account onboarding
- Complete new account custodial paperwork, wealth management agreements, and disclosure documents.
- Work directly with clients to obtain signatures via DocuSign or mail
- Establish and maintain portfolio reporting configurations
- Perform account conversions, POA additions, signer updates, and beneficiary updates
- Establish standing letters of instruction and process other account maintenance requests
- Manage asset transfers including required minimum distributions, ACATs, rollovers and wires
- Deliver tax reporting and other documents to clients and their professional advisors
- Establish and maintain client and professional advisor portals
- Coordinate with clients, advisors, and other team members to maximize process efficiencies and synergies in order to facilitate a smooth and positive client experience
- Prepare responses to various compliance and other data requests
- Develop new processes and proactively seek to enhance existing processes
Qualifications & Requirements
Competencies listing for Job Family
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $100,000 - 130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
U.S. Eligibility Requirements
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :
Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Salary : $100,000 - $130,000
